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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-17 |
| NJ | RA | APPROVED | 2025-03-11 |
| NY | RA | APPROVED | 2025-03-11 |
Branch Locations
4 Wilsey Square Suite 2, Ridgewood, NJ 07450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities ,Llc | Brooklyn | NY | 09/2011 | Present |
| New York Life Ins Co | Brooklyn | NY | 05/2010 | Present |
| Concierge Insurance Services | Ridgewood | NJ | 04/2021 | Present |
| Thrive Financial Services & Insurance Solutions, Llc | Ridgewood | NJ | 08/2023 | Present |
| Eagle Strategies Llc | Ridgewood | NJ | 03/2025 | Present |
[Property and Casualty Sales; P&C Insurance Brokerage I still have to pass the exam, so my start date is anticipated; 4 Wilsey Square, Suite 8, Ridgewood, NJ 07450; Start Date 04/2019; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 2 hours per month during securities trading hours] [EVIENAT Vermont LLC; Rental Property. I'm buying a 1/4 share of a property at a ski resort and I may rent it out from time to time; 242/244 Qtr II Jackson Gore Inn, Ludlow, VT 05149; Start Date 02/2021; Role/Title: Owner; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CONCIERGE INSURANCE SERVICES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; RIDGEWOOD, NJ; START DATE: 04/2021] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 4 Wilsey Square, Suite 2; Ridgewood, NJ 07450; Start Date 07/2023; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours; Owner, agent, registered rep] [OPERATING UNDER THE DBA NAME OF Thrive Financial Services & Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; Ridgewood NJ; START DATE: 08/2023]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-14 |
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